01/04/2026 09:29

Pilbara Minerals Ltd (ASX:PLS) $5.12

Lithium is moving out of its cyclical downturn and into a tightening phase, with demand broadening beyond EVs into energy storage and infrastructure linked to AI and data centres. At the same time, the supply response has been curtailed following the 2023–25 price slump, with producers cutting output and delaying projects.

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05/03/2026 09:30

Are the “short sellers” right to focus on consumer stocks?

Hedge funds have shifted their short positions away from ASX resource names that benefited from the recent commodities boom, targeting consumer-facing stocks such as Treasury Wine Estates, Domino’s Pizza and Guzman y Gomez amid concerns around weakening household spending.

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24/02/2026 09:36

Pilbara Minerals Ltd (PLS) $4.37

PLS reported solid numbers last week – covered Here. On balance we can see PLS trading between $4 and $5 for most of 2026 following its five-fold advance from its 2025 low.

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19/02/2026 17:15

Pilbara Minerals (PLS) $4.38

Pilbara Minerals (PLS) -0.9%: back to profit as revenues rebounded, with the Ngungaju restart planned for FY27 and the balance sheet remaining the priority. The restart is interesting, and implies they think the rebound in Lithium prices are sustainable. More volume into the market could counter act that.  

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11/11/2025 09:39

Pilbara Minerals (PLS) $3.20

PLS rallied over +9% on Monday, rapidly regaining much of its recent ~17% pullback. PLS have continued to outperform operationally, posting stronger-than-expected production and solid realised prices despite a weak lithium market.

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28/10/2025 09:36

Pilbara Minerals Ltd (PLS) $3.28

PLS are delivering operationally, having beaten market expectations with their Sept production numbers, compounding a strong performance in the June quarter. Higher realised prices of $US742 during the quarter were key positives against the backdrop of ongoing market challenges in the lithium sector - it’s certainly been a shining light amongst its peers.

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02/10/2025 09:29

Pilbara Mineral (PLS) $2.35

PLS closed down 6.4% on Wednesday. While the drop felt sharp intraday, it barely dented the stock’s rebound from its June low. It’s worth remembering that PLS remains unprofitable, having posted losses in 1H25, so from an investment perspective, it’s primarily a play on lithium prices.

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11/09/2025 09:28

Pilbara Minerals Ltd (PLS) $1.98

Sector leader PLS plunged over 17% on Wednesday, suggesting there was plenty of hot money in the stock that needed to be washed out.

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12/08/2025 09:06

Pilbara Minerals Ltd (PLS) $2.31

As we touched on last month, PLS is dealing with higher costs, but it’s actively optimising operations to hit long-term guidance of ~$600/t via improved efficiencies. Pilbara isn’t profitable, having posted losses in the 1H25. However, with operational improvements and cost efficiencies are underway, PLS is set to turn the corner if lithium can build on recent gains.

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29/07/2025 09:20

Pilbara Minerals (PLS) $1.70

PLS plunged the most in three years on Monday as the “weak trading longs” abandoned ship. Short term further downside wouldn’t surprise but after its sharp ~15% pullback we can see buyers eyeing value in PLS and starting to buy into further weakness, assuming of course the underlying lithium price doesn’t tank too much further.

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